Square + Zapier Manager

Square + Zapier Manager integrations

Create team invitations in Zapier Manager for new customers in Square

Easily streamline your onboarding process with this workflow that activates when a new customer is added in Square. It sends a team invitation using Zapier Manager, ensuring that your new clients are efficiently welcomed into your organization. Improve your team's collaboration while saving time and effort with this seamless automation.

When this happens...
New CustomerTriggers when a new customer is created.
TriggerPolling
automatically do this!
Create Team InvitationInvite a member to your Zapier team. This action is only available to Zapier for Teams users
ActionWrite

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More things you can do with Square and Zapier Manager

Discover other triggers and actions you can use with Square and Zapier Manager

New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write

- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team member
Action
Write

- Help_text
- Location
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference ID
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer_id
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer
- Fulfillment_state
- Status
- Customer ID
- External Identifier
- Source
- Ticket Name
- Quantity
- Amount
- Currency
- Catalog Item Variation ID
- Note
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write
- Account
Trigger
Polling
Try It
- Account
Trigger
Polling
Try It
- Account
- Folder
- Zap
Trigger
Instant
Try It
- Account
Trigger
Polling
Try It
- Invitee Email
  Required
- Team
Action
Write
- Name
  Required
Action
Search

- Item Type
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It
- Location
Trigger
Polling
Try It
- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
- External Identifier
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
  Required
- Currency
  Required
- Line Item Name
- Catalog Item Variation ID
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone number of the fulfillment recipient
- Address Line 1
- Address Line 2
- State
- County
- Country
- City
- Postal Code
- Discount Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer
  Required
- Attribute
  Required
- Value
  Required
- Idempotency Key
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone Number
- Reference ID
Action
Search
- Field_help
- Text Filter
- Location
Action
Search
- Field_help
- Email_address
- Phone Number
- Reference ID
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Company
- Nickname
Action
Search or write
- Category
Trigger
Polling
Try It
- Owned or Admin Account
Trigger
Polling
Try It
- Account
- Folder
Trigger
Polling
Try It
- Account
- Usage Threshold (Percent)
- Usage Threshold (Task)
Trigger
Polling
Try It
- Account
- Folder
- Zap
Trigger
Instant
Try It
- Desired Zap state
  Required
- Account
- Folder
- Show All Zaps
- Zap
  Required
Action
Write
- Account
- Name
  Required
Action
Search

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Learn moreLearn moreHelpHelp

Related categories

eCommerce

Payment Processing

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About Zapier Manager

Bolster your Zap housekeeping with Zapier Manager. Track Zap errors, invite members to your Team, and more!

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Related categories

Developer Tools

Zapier

Related Zap Templates

Create team invitations in Zapier Manager for new Square appointments

Create team invitations in Zapier Manager for new appointments in Square

Create team invitations in Zapier Manager for new Square orders